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Hartford Financial Services

706 hedge funds and large institutions have $22B invested in Hartford Financial Services in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 212 increasing their positions, 263 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

124% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 59

42% more call options, than puts

Call options by funds: $368M | Put options by funds: $259M

33% more capital invested

Capital invested by funds: $16.5B → $22B (+$5.51B)

11% more funds holding

Funds holding: 637706 (+69)

0.08% less ownership

Funds ownership: 92.33%92.25% (-0.08%)

19% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 263

Holders
706
Holders Change
+69
Holders Change %
+10.83%
% of All Funds
12.4%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
132
Increased
212
Reduced
263
Closed
59
Calls
$368M
Puts
$259M
Net Calls
+$108M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Penserra Capital Management
California
$60K +$7.78K +144 +19%
IRC
602
Investors Research Corp
Georgia
$58K
DWMG
603
DB Wealth Management Group
California
$57K
CFA
604
Carroll Financial Associates
North Carolina
$57K +$46.5K +860 New
PB
605
Pinnacle Bancorp
Nebraska
$53K
CIA
606
CSat Investment Advisory
Michigan
$50K -$648 -12 -2%
HWMA
607
Heritage Wealth Management (Arizona)
Arizona
$50K +$40.2K +744 New
HFM
608
Harvest Fund Management
China
$50K +$40.6K +752 New
PWMG
609
Prestige Wealth Management Group
New Jersey
$48K
DA
610
Denali Advisors
California
$47K +$21.6K +400 +133%
CI
611
CX Institutional
Indiana
$45K +$1.24K +23 +3%
Jones Financial Companies
612
Jones Financial Companies
Missouri
$44K -$378 -7 -1%
First Manhattan
613
First Manhattan
New York
$44K
AWM
614
Accel Wealth Management
Iowa
$43K +$108 +2 +0.3%
SAM
615
S.A. Mason
Michigan
$43K +$34.9K +646 New
WAP
616
Wealthcare Advisory Partners
Pennsylvania
$41K +$33.1K +613 New
HWA
617
Heritage Wealth Advisors
Virginia
$36.2K +$2.16K +40 +8%
SWA
618
Sutton Wealth Advisors
Florida
$34.9K +$324 +6 +1%
LJHT
619
Laurie J. Hall Trustee
$33K -$27K -500 -50%
NFG
620
Next Financial Group
Texas
$33K
AWA
621
Arkadios Wealth Advisors
Georgia
$32K +$26K +481 New
Acadian Asset Management
622
Acadian Asset Management
Massachusetts
$29K -$1.86M -34,419 -99%
JPLA
623
Joseph P. Lucia & Associates
New York
$29K -$594 -11 -2%
SWA
624
SOA Wealth Advisors
New York
$29K +$13K +241 +120%
CAC
625
Certified Advisory Corp
Florida
$29K +$23.7K +439 New

HIG Hedge Fund Activity: Q1 2021 in Review

706 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2021, worth a combined $22B — up 33% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new HIG positions and 59 closed out — a net gain of 73 holders — while 212 added to existing stakes and 263 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $510M. The largest seller was Viking Global Investors, cutting an estimated $298M.

  • 706 institutional investors held Hartford Financial Services (HIG) as of Q1 2021, up from 637 in Q4 2020.
  • Funds reported $22B of Hartford Financial Services stock for Q1 2021, up 33% quarter-over-quarter.
  • 132 funds opened new Hartford Financial Services positions in Q1 2021 and 59 closed out, a net change of +73 holders.
  • The largest Hartford Financial Services buyer in Q1 2021 was T. Rowe Price Associates, an estimated $510M added.
  • The largest Hartford Financial Services seller in Q1 2021 was Viking Global Investors, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2021.